Historical documents

Guide to downloading historical B2B order documents by date range with filtered options and bulk ZIP file generation.

Who can use this feature?

This feature is available for Wholesale plan only

What is this Historical documents?

This feature allows users to filter historical B2B orders by date range and download selected documents (e.g., invoices, shipping slips) as a ZIP file.

How does it help?

• Streamlines Records Management: Easily access and organize order documents for auditing or financial reviews.

• Improves Workflow Efficiency: Saves time by consolidating multiple files into one downloadable ZIP.

• Enhances Cash Flow Monitoring: Quickly retrieve historical order data to track payments and manage finances.

Step-by-Step Instructions

You can have a look at the video below, or read the detailed guide below to quickly learn how to Download Historical documents:

Step-by-step guide to Historical documents

1

Filter Orders by Date Range

• Navigate to the Company List or Order List section.

• Use the Date Range Filter to select the desired time period for historical documents.

• Click the Download button to proceed.

2

Select Document Type and Template

• When prompted, a modal will appear allowing you to:

  • Choose the document type (e.g., Invoice, Shipping Slip).

  • Select a template for the documents.

  • Note: The modal will not show a document preview.

• Confirm your selection by clicking Download.

3

Download as ZIP File

• Once confirmed, the system processes the selected orders:

  • Documents are generated based on your selected filters.

  • A ZIP file containing the PDFs is created for download.

• Save the ZIP file to your desired location for easy access.

Additional Notes

• Focus on Downloads: This guide focuses on downloading documents. Printing and sending actions are managed in separate workflows.

• File Format: All selected documents are consolidated into a single ZIP file for simplicity.

• Date Range Accuracy: Ensure the date range is correctly applied to avoid generating unnecessary files.

By following these steps, wholesale users can efficiently download and manage historical documents, making it easier to monitor finances, fulfill audits, and streamline operations.